Plan5500

Aguada, PR Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aguada, PR has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,821,720 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Aguada

  • 5 loaded plans hold $1.8M in reported assets across 5 sponsors.
  • The largest, Eduardo Negron Mercado Defined Benefit Plan, holds 49% of reported Aguada plan assets.
  • Plans cover 14 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,809,230
Total reported assets$1.8M$1,821,720
Total reported participants14
Total reported liabilities$12.5K$12,490

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$12.5K
Contributions & income
Employer contributions$33.5K
Participant contributions$0
Total income / additions$200.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$4.7K
Net increase / (decrease)$195.8K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aguada, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Aguada market comparison

Largest plan share of assets49%Eduardo Negron Mercado Defined Benefit Plan
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Aguada

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eduardo Negron Mercado Defined Benefit Plan$899K
    Eduardo Negron M.D. · 2023
  2. 2
    Evaristo Quinones Profit Sharing Retirement Plan$328.4K
    Evaristo Quinones Ruiz · 2023
  3. 3
    Jmmont Retirement Plan$319.3K
    Myrna Muniz Ortega · 2023
  4. 4
    Jorge Orlando Roman Vale Retirement Plan$245K
    Jorge Orlando Roman Vale · 2023
  5. 5
    Mhh Retirement Plan$29.9K
    Miriam Hernandez Hernandez · 2023

Largest plans in Aguada → · Aguada plans by participants → · Aguada plans with financial data → · Aguada plans with provider compensation → · $1B+ plans in Aguada →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aguada, PR?
5 plan(s) reported by 5 sponsor(s) are loaded for Aguada, PR.

Related Form 5500 pages